TLDR: V7, a leading AI document intelligence platform, has partnered with DMS Technology, an IT consultancy for financial institutions, to enable private equity firms and their portfolio companies to integrate intelligent agents for automating high-volume document workflows. This collaboration aims to streamline processes like due diligence, investment memo creation, and compliance reporting, leveraging V7’s AI capabilities and DMS’s financial IT expertise.
NEW YORK, NY – July 23, 2025 – V7, the innovative platform behind V7 Go, has officially announced a strategic partnership with DMS Technology, a prominent New York-based IT consultancy specializing in serving private equity firms and other financial institutions. This collaboration marks a significant step towards integrating advanced artificial intelligence into the core operations of the private equity sector.
The primary objective of this partnership is to empower private equity firms and their portfolio companies to adopt intelligent agents, specifically designed to automate high-volume document workflows. These critical areas include due diligence, the creation of investment memos, comprehensive fund performance analysis, and rigorous compliance reporting. The alliance seeks to address the growing need for smarter and faster information management within the financial industry.
Alberto Rizzoli, CEO of V7, emphasized the synergy, stating, “DMS’s deep expertise in financial IT environments makes them the ideal partner to help PE firms realize the full potential of AI agents in finance.” V7, a London-based AI company, is renowned for its document intelligence and workflow automation solutions, with its flagship product, V7 Go, enabling teams in document-heavy industries to build and deploy custom AI agents for processing complex documents and automating knowledge work. V7 Go agents are designed to provide verifiable outputs with transparent AI logic, ensuring accuracy and compliance, and the company was recently recognized in Tech Nation’s Future Fifty 2025 cohort and Sifted’s Rising 100.
Jonathan Edwards, CEO of DMS Technology, echoed this sentiment, highlighting the practical benefits for their clients. “At DMS, we’ve seen firsthand how private equity firms are seeking smarter, faster ways to manage information. Partnering with V7 allows us to bring cutting-edge AI directly into the workflows that matter most – accelerating diligence, improving accuracy, and freeing up teams to focus on strategic decisions.” DMS Technology brings over two decades of experience in advising financial institutions and private equity firms, offering deep technical and operational understanding crucial for securely scaling AI tools within finance-driven environments.
Key benefits anticipated from this partnership include:
Private Equity-Focused Deployment: The collaboration will offer pre-built Generative AI (GenAI) agents specifically tailored for financial operations, such as parsing Confidential Information Memorandums (CIMs), analyzing pitch decks, summarizing Non-Disclosure Agreements (NDAs), and generating investment memos. These tools are built to support both Mergers & Acquisitions (M&A) and fund operations.
Faster Execution Across Portfolios: DMS will work directly with private equity firms to implement these AI agents across their target companies, aiming to significantly reduce diligence cycles and internal reporting times by weeks.
Enhanced Control and Compliance: V7 Go agents are designed with version control and auditability, optimized for handling sensitive financial data, thereby ensuring alignment with stringent regulatory and investor expectations.
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This partnership reflects a shared commitment to innovation and operational excellence. By combining V7’s advanced AI capabilities with DMS’s profound understanding of financial IT environments and implementation expertise, the collaboration is set to help private equity firms leverage AI for improved investment outcomes, scale intelligence across their portfolios, and unlock a real competitive advantage.
